Communicating financial information is often challenging. If skills such as creating budgets, tracking expenses, determining costs across different sectors of your business, and tracking GST/HST efficiently are often on your to-do list as a Finacial Advisor, then this course will help save you time and money. Learn to use Microsoft Excel, Microsoft's spreadsheet authoring software, to create graphs and present this information using striking visuals, easily and efficiently.

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With this course the Financial Advisor will learn the advanced features of Microsoft Excel which will allow you consolidate data in minutes, perform audits, present and share complex workgroup information, as well as analyze, share, and manage data enabling you to make better informed decisions, become more accessible, and boost your profitability.

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Wealth Managers and Financial Advisors: What are high net worth individuals looking for?

As professionals in this industry we are all looking for high net worth individuals for whom we will manage investment portfolios. What are these customers looking for and how do we distinctly provide that to them?

What have we learned from surveys of hundreds of such individuals? It is essential to

• demonstrate expertise
• a deep understanding of the markets and
• a deeper understanding of the client’s portfolio and plans
• the ability to communicate this

Here is a workshop to help you demonstrate the value that you provide to your clients.

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